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MARTECH MINUTES: 7 Tips for Selecting Finance MarTech
MarTech empowers businesses to streamline marketing campaigns, automate repetitive tasks, and make data-driven decisions. But how do you select the right marketing technology for your organization?
AI ILLUMINATIONS: Creating An End-To-End Digital Experience Without Writing Code
Creating a complete digital experience in the wealth industry is now possible without involving an army of software engineers or writing a single line of code.
Berthel Fisher Names Andrew Christofferson CEO of Firm’s RIA, Broker-Dealer and Insurance Agency
The Berthel Fisher Companies have a new senior leadership team. The shakeup includes the elevation of Andrew Christofferson to CEO of the firm's RIA, two...
Docupace Launches Cutting-Edge API Developer Portal
LOS ANGELES – September 19, 2023 – Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced today its latest offering:...
Creating a Haven for Wirehouse Advisors
In June, Sanctuary Wealth, the Indianapolis-based wealth management firm, launched a significant update to its Haven platform, the firm's proprietary, fully integrated advisor workstation....
STANDARD DEVIATIONS PODCAST: Kathi Balasek – Becoming Grief Literate
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Kathi Balasek.
Kathi Balasek is an educator, grief literacy & empathy...
Decentralized Diaries for the Week of 9/18/23
SBF says he has "issues".
Well, everybody does, that's life.
That said, many Americans don't want a CBDC.
Bitcoin miners showed Paxos some love with the return...
Top 5 VC Deals of the Week in Fintech (9/18/23)
Does valuation = profitability?
This year has seen fewer unicorn births, lower funding awards, and more exits. Amid the noise is the...
The Week in Digital Wealth (9/18/23)
The SEC has revealed it uses AI tools for its enforcement activities (who knew, right?).
State Street has a new liquidity offering.
Deloitte's "romance" with the...
REAL CLEAR CRYPTO: The Anatomy of a Common Crypto Scam – Unveiling the Tactics...
The crypto landscape is a double-edged sword. On one side, it offers incredible opportunities for investment & financial growth. On the other, it's fertile ground for scams that exploit the uninformed & hopeful.